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BEST RATED VAUGHAN, ON FINANCIAL SERVICES

3 Best Financial Services in Vaughan, ON

Expert-recommended Top 3 Financial Services in Vaughan, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Vaughan financial service Penmore
Vaughan financial service Penmore
Vaughan financial service Penmore
Vaughan financial service Penmore video
7+ YEARS IN TBR
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PENMORE

(4.9 Score)
3301 Langstaff Road, Unit 101, Concord,
Vaughan, ON L4K 4L2 Directions

Since 1982

Specialty:

✓ Life and Disability Insurance ✓ Estate and Education Planning ✓ Loan Protection ✓ Canadian Benefit Planning and Consulting ✓ International Benefit Planning and Consulting ✓ Group Retirement and Individual Pension Planning ✓ Discretionary Wealth Management ✓ Retirement Planning & Investment Account Planning

“Penmore Financial Group Inc. is a boutique-based financial planner that has built powerful partnerships based on service, value, and integrity, forging lasting relationships with over 2,500 clients across Canada and worldwide. Their specialists assist clients in realizing their health, wealth, and security goals, using their experience and knowledge to build custom solutions tailored to corporate and individual needs. Penmore advisors focus exclusively on their dedicated areas of expertise, including insurance, wealth management, employee benefits, and global benefits. They provide independent, unbiased advice through ongoing research and unparalleled access to international financial service providers. Penmore Financial Group Inc. employs a disciplined approach to servicing all client businesses, regardless of size and complexity.”

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Contact:

(905) 669-5577

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Vaughan financial service The Bridg Group of Companies
Vaughan financial service The Bridg Group of Companies
Vaughan financial service The Bridg Group of Companies
Vaughan financial service The Bridg Group of Companies video
7+ YEARS IN TBR
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THE BRIDG GROUP OF COMPANIES

(4.8 Score)
261 Milani Boulevard, Unit 101, Woodbridge,
Vaughan, ON L4H 4E3 Directions

Since 2003

Specialty:

✓ Retirement and Investment Management ✓ Mortgages ✓ Real Estate ✓ Investments ✓ Generation Wealth Planning ✓ Debt Consolidation ✓ Credit Services ✓ Credit and Consulting ✓ Financial and Retirement Planning ✓ Registered Education Savings Plan ✓ RESP ✓ RRSP ✓ Divorce Settlement Consulting ✓ Separation Agreements

“The Bridg Group of Companies, President and Chief Visionary Officer, is Natasha Bridgmohan, who serves as your comprehensive destination for fulfilling all your financial requirements. With a rich history spanning more than 20 years in the financial services sector, The Bridg Group of Companies is dedicated to delivering optimal outcomes, expert insights, remedies, direction, resources, and chances for learning. Specializing in mortgages, real estate, investments, credit, and consultancy, the company facilitates your journey toward financial liberation. By delivering exceptional client service, robust strategies, efficient resolutions, and tailored blueprints, The Bridg Group of Companies ensures your unique needs are met. Their flexibility extends to offering appointments during evenings and weekends, ensuring accessibility and convenience for clients.

2025 Update: The Bridg Group of Companies is dedicated to helping clients feel confident and secure about their financial future by offering expert advice designed to meet their goals. They believe in giving back to the community and promoting financial freedom for all. Their team provides trusted guidance, practical tools, and educational resources to help individuals and families become financially independent.”

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Contact:

(905) 851-8871 (905) 850-4930

Mon-Fri: 8:30am - 5pm
Sat & Sun: By Appointment Only

TBR® Inspection Report:

Vaughan financial service Shah Financial Planning Inc.
Vaughan financial service Shah Financial Planning Inc.
Vaughan financial service Shah Financial Planning Inc.
Vaughan financial service Shah Financial Planning Inc. video
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SHAH FINANCIAL PLANNING INC.

(4.8 Score)
10 Great Gulf Drive, Suite 208,
Vaughan, ON L4K 0K7 Directions

Since 1999

Specialty:

✓ Tax Preparation ✓ Bookkeeping ✓ Accounting ✓ Tax Planning ✓ Insurance ✓ Financial Planning ✓ Mutual Funds ✓ RESP ✓ RRSP ✓ TFSA ✓ LIRA ✓ RDSP ✓ SP-RRSP ✓ Income Generation ✓ Wealth Accumulation ✓ Tax Minimization ✓ Estate Planning ✓ Independent Financial Advisors

“2025 Update: Shah Financial Planning Inc. is an independent mutual fund dealer that provides a variety of products and unbiased advice through its network of financial advisors across Ontario. Hardip (Dipa) Shah, Founder and General Manager, and Dipesh Chauhan is the President of Shah Financial Planning Inc., their team advisors handle different types of registered and non-registered accounts using various investment and income strategies. They focus on their clients’ needs and work honestly to help you reach your financial and investment goals while also addressing financial challenges throughout your life.”

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License #866163629

Contact:

(905) 669-5000

Mon-Fri: 9am - 5pm
Thu: 5pm - 6pm (by Appointment)
Sat & Sun: Closed

TBR® Inspection Report:

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PENMORE REVIEWS

My family and I have been working with Daniel Moretto for several years now and it has been an extremely positive experience. The number one quality I look for when working with an advisor is integrity and I can confidently say that Daniel has exceeded my expectations. Daniel took the time to truly understand my financial goals and worked with me to create a plan that was right for me. He has been diligent in setting up frequent touch points and is quick to respond to adjustments in my investment strategy over the years. Daniel has a strong team behind him at Penmore, so rest assured you are in good hands! I continue to recommend Daniel to my family and friends and would highly recommend him to anyone looking for sound financial advice.

Roland has been our professional adviser for a significant period of time and has proven himself, knowledgeable, trustworthy, accessible and quite willing to answer all our questions. He has a wonderful sense humour, is very easy to talk to and takes a proactive approach to managing our portfolio. With his guidance there has been a steady growth in our assets and it has been a pleasure having him act on our behalf. I would highly recommend his services to my friends and colleagues.

Fran and Darin at Penmore have been amazing help to my family during the difficult time of my fathers passing. They have kept in touch and made sure that any questions or concerns we had were taken care of and that the process of dealing with things went as smoothly as can be. Highly recommend Penmore .

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THE BRIDG GROUP OF COMPANIES REVIEWS

Great place to work for & with! Lots of room for growth within the company. There is also a lot of opportunity to secure a successful financial future, and hopefully an early retirement!! As we know, financial stress can take a toll on the human body. The BridgGroup of Companies offers many services to alleviate that stress. I am proud to work for a company that has changed thousands of people’s lives!.

TBGOC is the most fantastic place to work. The people and management here are A++ and take care of each other and their clients. Don't hesitate to come in to see Natasha for any financial questions!.

The Bridg Group of Comapnies truly understand and have instilled a diverse culture within the team. We are a unified team and I am truly ecstatic to be on this journey.

SHAH FINANCIAL PLANNING INC. REVIEWS

I recently had the pleasure of working with Shah Financial Planning Inc., and I couldn’t be more satisfied with the experience! From the moment I reached out, Mehul Shah was incredibly responsive and attentive to my financial needs. His expertise and personalized approach made all the difference in helping me navigate my financial goals. Mehul took the time to thoroughly understand my situation and provided me with tailored strategies that were easy to understand and implement. He is not only knowledgeable but also genuinely cares about his clients’ success. I felt supported and informed every step of the way. I highly recommend Shah Financial Planning Inc. to anyone looking for comprehensive financial advice and planning. Thank you, Mehul, for your outstanding service and dedication!.

I been with Shah financial planning Inc almost 20 years. I found they are the best to get financial advice and planning for investment. I can see how my money grows with there advice. Adviser gives me best advice and available when I need him. Devang is best advisor. He is very knowledgeable and professional. Thank you.

Shah Financial’s seminar is a great opportunity to learn more about their services and financial awareness to generate income and wealth. Highly recommend!.

TBR® Inspection Score Report

PENMORE Total Inspection Points: 117/120
Business Hours: 9
Complete Info: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

THE BRIDG GROUP OF COMPANIES Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

SHAH FINANCIAL PLANNING INC. Total Inspection Points: 114/120
Complete Info: 8
Review Analysis: 8
Business Hours: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

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